This company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsWNS (Holdings)（WNS）株式概要ビジネスプロセス管理（BPM）企業であるWNS（ホールディングス）リミテッドは、データ、音声、分析、ビジネス変革サービスを世界中で提供している。 詳細WNS ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績5/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より2%で取引されている 収益は年間5.45%増加すると予測されています 過去5年間の収益は年間8.1%増加しました。 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、WNS 、リスクは検出されなかった。すべてのリスクチェックを見るWNS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN0.4% overvaluedAnalystConsensusTarget•1y agoTransformational Deals And AI Focus Will Foster Progress9604Top Community NarrativesWNS (Holdings)RYrynetmaxwellCommunity ContributorWNS's Margins Improve w/ Automation and Outcome-Based PricingMeaning WNS began operations as an internal-service unit within British Airways in 1996. After separating from British Airways in 2002, WNS began to operate as a Business Process Outsourcing (BPO) company servicing several clients including insurance companies, British Airways, and a few other diversified companies.View narrativeUS$88.48FV13.6% 割安 内在価値ディスカウント7.50%Revenue growth p.a.Set Fair ValueView1.6kusers have viewed this narrative5users have liked this narrative0users have commented on this narrative25users have followed this narrativealmost 2 years ago author updated this narrativeTop Community NarrativesWNS (Holdings)RYrynetmaxwellCommunity ContributorWNS's Margins Improve w/ Automation and Outcome-Based PricingMeaning WNS began operations as an internal-service unit within British Airways in 1996. After separating from British Airways in 2002, WNS began to operate as a Business Process Outsourcing (BPO) company servicing several clients including insurance companies, British Airways, and a few other diversified companies.View narrativeUS$88.48FV13.6% 割安 内在価値ディスカウント7.50%Revenue growth p.a.Set Fair ValueView1.6kusers have viewed this narrative5users have liked this narrative0users have commented on this narrative25users have followed this narrativealmost 2 years ago author updated this narrativeTop Analyst NarrativesWNS (Holdings)ANAnalystConsensusTargetBased on Analyst Price TargetsTransformational Deals And AI Focus Will Foster ProgressKey Takeaways WNS's strategic acquisitions and AI focus are set to enhance service offerings, driving revenue growth and margin stability. Balanced capital allocation using tuck-in acquisitions and share repurchases aims to boost EPS through reduced share count and high-value investments.View narrativeUS$76.2FV0.4% 割高 内在価値ディスカウント7.79%Revenue growth p.a.Set Fair ValueView96users have viewed this narrative0users have liked this narrative0users have commented on this narrative4users have followed this narrativeabout 1 year ago author updated this narrativeView all narrativesWNS (Holdings) Limited 競合他社Verra MobilitySymbol: NasdaqCM:VRRMMarket cap: US$635.7mMaximusSymbol: NYSE:MMSMarket cap: US$3.2bConcentrixSymbol: NasdaqGS:CNXCMarket cap: US$1.5bCSG Systems InternationalSymbol: NasdaqGS:CSGSMarket cap: US$2.2b価格と性能株価の高値、安値、推移の概要WNS (Holdings)過去の株価現在の株価US$76.4852週高値US$76.4852週安値US$42.62ベータ0.921ヶ月の変化1.06%3ヶ月変化2.27%1年変化73.11%3年間の変化-5.71%5年間の変化19.04%IPOからの変化212.16%最新ニュースお知らせ • Oct 17+ 20 more updatesWNS (Holdings) Limited(NYSE:WNS) dropped from Russell 2500 Growth-Defensive IndexWNS (Holdings) Limited(NYSE:WNS) dropped from Russell 2500 Growth-Defensive Indexお知らせ • Oct 04WNS (Holdings) Limited, Annual General Meeting, Oct 30, 2025WNS (Holdings) Limited, Annual General Meeting, Oct 30, 2025, at 11:00 W. Central Africa Standard Time. Location: 22 grenville, st helier, jersey je4 8px, channel islands., Republic of the Congoお知らせ • Sep 24WNS (Holdings) Limited Launches New AI Platform for Transforming Finance OrganizationsWNS (Holdings) Limited announced the launch of Agile Target Operating Model (aTOM), a proprietary AI-led digital platform for driving end-to-end transformation of global finance organizations. Powered by BusinessOptix, aTOM is designed to align the CFO's strategic vision with bottom-up process transformation, enabling rapid, outcome-driven finance organization. The aTOM platform empowers clients to transform their finance and accounting operations from diagnostics to value realization--driving enhanced control, continuity, speed, and visibility. aTOM combines end-to-end process reimagination, governance frameworks, benchmarking, analytics, and transformation accelerators to deliver business outcomes enabled by AI-powered tools. The platform delivers transformation across the entire F&A value chain, including Accounts Payable, Accounts Receivable, General Ledger, FP&A, and Tax & Treasury. Early collaborations with clients using aTOM have resulted cost savings of approximately 40%, productivity enhancements of more than 50%, improved working capital, and increased AI adoption. WNS also plans to leverage the aTOM platform into other organizational functional areas beyond finance. WNS works with more than 150 CFO offices across the world and has delivered over $1 billion in incremental cash flow opportunities through 10+ industry-specific F&A offerings.Reported Earnings • Jul 25First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.50 (down from US$0.64 in 1Q 2025). Revenue: US$353.8m (up 9.5% from 1Q 2025). Net income: US$21.8m (down 25% from 1Q 2025). Profit margin: 6.2% (down from 9.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jul 11WNS (Holdings) Limited to Report Q1, 2026 Results on Jul 24, 2025WNS (Holdings) Limited announced that they will report Q1, 2026 results on Jul 24, 2025Price Target Changed • Jul 07Price target increased by 7.1% to US$74.00Up from US$69.13, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$74.70. The company is forecast to post earnings per share of US$3.33 for next year compared to US$3.87 last year.最新情報をもっと見るRecent updatesお知らせ • Oct 17+ 20 more updatesWNS (Holdings) Limited(NYSE:WNS) dropped from Russell 2500 Growth-Defensive IndexWNS (Holdings) Limited(NYSE:WNS) dropped from Russell 2500 Growth-Defensive Indexお知らせ • Oct 04WNS (Holdings) Limited, Annual General Meeting, Oct 30, 2025WNS (Holdings) Limited, Annual General Meeting, Oct 30, 2025, at 11:00 W. Central Africa Standard Time. Location: 22 grenville, st helier, jersey je4 8px, channel islands., Republic of the Congoお知らせ • Sep 24WNS (Holdings) Limited Launches New AI Platform for Transforming Finance OrganizationsWNS (Holdings) Limited announced the launch of Agile Target Operating Model (aTOM), a proprietary AI-led digital platform for driving end-to-end transformation of global finance organizations. Powered by BusinessOptix, aTOM is designed to align the CFO's strategic vision with bottom-up process transformation, enabling rapid, outcome-driven finance organization. The aTOM platform empowers clients to transform their finance and accounting operations from diagnostics to value realization--driving enhanced control, continuity, speed, and visibility. aTOM combines end-to-end process reimagination, governance frameworks, benchmarking, analytics, and transformation accelerators to deliver business outcomes enabled by AI-powered tools. The platform delivers transformation across the entire F&A value chain, including Accounts Payable, Accounts Receivable, General Ledger, FP&A, and Tax & Treasury. Early collaborations with clients using aTOM have resulted cost savings of approximately 40%, productivity enhancements of more than 50%, improved working capital, and increased AI adoption. WNS also plans to leverage the aTOM platform into other organizational functional areas beyond finance. WNS works with more than 150 CFO offices across the world and has delivered over $1 billion in incremental cash flow opportunities through 10+ industry-specific F&A offerings.Reported Earnings • Jul 25First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.50 (down from US$0.64 in 1Q 2025). Revenue: US$353.8m (up 9.5% from 1Q 2025). Net income: US$21.8m (down 25% from 1Q 2025). Profit margin: 6.2% (down from 9.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jul 11WNS (Holdings) Limited to Report Q1, 2026 Results on Jul 24, 2025WNS (Holdings) Limited announced that they will report Q1, 2026 results on Jul 24, 2025Price Target Changed • Jul 07Price target increased by 7.1% to US$74.00Up from US$69.13, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$74.70. The company is forecast to post earnings per share of US$3.33 for next year compared to US$3.87 last year.お知らせ • Jul 07Capgemini SE (ENXTPA:CAP) entered into definitive transaction agreement to acquire WNS (Holdings) Limited (NYSE:WNS) for $3.6 billion.Capgemini SE (ENXTPA:CAP) entered into definitive transaction agreement to acquire WNS (Holdings) Limited (NYSE:WNS) for $3.6 billion on July 6, 2025. A cash consideration of $76.50 per share will be paid towards equity and RSU's by Capgemini SE. Capgemini has secured a bridge financing of approximately $4.7 billion (€4.0 billion), covering the purchase of securities, as well as the gross debt and similar obligations and the Capgemini bond redeemed in June 2025. Capgemini plans to refinance the bridge with available cash for and the balance by debt issuance. WNS and Capgemini have a natural cultural fit and share common values that will facilitate a smooth integration of the teams, helped by the Group’s track record of successful integrations. Furthermore, the integration will be straightforward into Capgemini’s Global Business Services activities. If this Agreement is terminated by the Company, then a Company Termination Fee equal to $118 million shall be paid by the Company. If this Agreement is terminated by the Buyer, then a fee equal to $169 million shall be paid as Buyer Termination Fee. The transaction will be implemented by way of a Court-sanctioned scheme of arrangement under the laws of Jersey. The transaction is subject to approval by the Royal Court of Jersey and WNS’ shareholders, as well as to receipt of customary regulatory approvals and other conditions. The transaction has been unanimously approved by both Capgemini’s and WNS’ Boards of Directors. The closing of the transaction is expected to occur by the end of the year. Capgemini expects accretion to Capgemini’s normalized EPS of 4% before synergies in 2026, and 7% post-synergies in 2027. Barclays acted as financial advisor to Capgemini. J.P. Morgan acted as financial advisor and fairness opinion provider to WNS (Holdings) Limited. Armand W. Grumberg, Stephen F. Arcano, Dohyun Kim and Simon Toms of Skadden, Arps, Slate, Meagher and Flom LLP acted as legal advisor for Capgemini S.E. Sharon Lau and Ian Nussbaum of Latham & Watkins LLP acted as legal advisor for WNS (Holdings) Limited.分析記事 • Jul 03Estimating The Intrinsic Value Of WNS (Holdings) Limited (NYSE:WNS)Key Insights WNS (Holdings)'s estimated fair value is US$79.15 based on 2 Stage Free Cash Flow to Equity With US$65.12...Recent Insider Transactions Derivative • Jun 13Group CEO & Director notifies of intention to sell stockKeshav Murugesh intends to sell 99k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of June. If the sale is conducted around the recent share price of US$60.52, it would amount to US$6.0m. For the year to March 2019, Keshav's total compensation was 36% salary and 64% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Keshav has owned 748.17k shares directly. There has only been one transaction (US$1.1m purchase) from insiders over the last 12 months.Buy Or Sell Opportunity • Jun 09Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at US$59.61. The fair value is estimated to be US$74.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 5.3% per annum over the same time period.Recent Insider Transactions Derivative • May 21Group CEO & Director notifies of intention to sell stockKeshav Murugesh intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of May. If the sale is conducted around the recent share price of US$57.15, it would amount to US$1.4m. For the year to March 2019, Keshav's total compensation was 36% salary and 64% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Keshav currently holds 661.26k shares (0.015160641835972464 of the company). There have been no trades via on-market transactions or options from company insiders in the last 12 months.分析記事 • May 20WNS (Holdings)'s (NYSE:WNS) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after WNS (Holdings) Limited ( NYSE:WNS ) posted decent earnings last week. We think that...分析記事 • May 10Improved Earnings Required Before WNS (Holdings) Limited (NYSE:WNS) Shares Find Their FeetWNS (Holdings) Limited's ( NYSE:WNS ) price-to-earnings (or "P/E") ratio of 14x might make it look like a buy right now...Seeking Alpha • Apr 28WNS (Holdings): Look Beyond Results And Focus On Potential Takeover (Upgrade)Summary My rating for WNS (Holdings) Limited is raised to a Buy, after assessing its latest results and the news report regarding a possible takeover. The company's Q4 2024 core earnings miss was caused by non-operating factors. WNS is an enticing M&A candidate due to its AI-related growth potential and its undemanding valuations. Read the full article on Seeking Alpha分析記事 • Apr 26Does WNS (Holdings) (NYSE:WNS) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Apr 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$3.87 (up from US$2.97 in FY 2024). Revenue: US$1.31b (flat on FY 2024). Net income: US$170.1m (up 21% from FY 2024). Profit margin: 13% (up from 11% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Apr 25WNS (Holdings) Limited provides Guidance for the Fiscal Year Ending March 31, 2026WNS (Holdings) Limited provided guidance for the fiscal year ending March 31, 2026. For the year, the company expects revenue less repair payments is expected to be between $1,352 million and $1,404 million, up from $1,265.5 million in fiscal 2025.分析記事 • Apr 12WNS (Holdings)'s (NYSE:WNS) Returns Have Hit A WallIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Apr 11Capgemini Reportedly in Advanced Talks to Acquire WNS HoldingsCapgemini SE (ENXTPA:CAP) is in advanced talks to acquire outsourcing company WNS (Holdings) Limited (NYSE:WNS), people familiar with the matter said. The France-based information technology provider has emerged as the most likely buyer for WNS after seeing off rival suitors, according to the people, who asked not to be identified discussing confidential information. While an agreement may be reached in the coming weeks, talks could still be delayed or falter because of the volatility in global markets, the people said. Representatives for Capgemini and WNS declined to comment.お知らせ • Apr 08WNS (Holdings) Limited to Report Q4, 2025 Results on Apr 24, 2025WNS (Holdings) Limited announced that they will report Q4, 2025 results at 6:00 AM, US Eastern Standard Time on Apr 24, 2025お知らせ • Apr 02WNS Holdings Reportedly Explores Sale After Receiving Takeover Interest from Potential SuitorsWNS (Holdings) Limited (NYSE:WNS) is exploring a sale after attracting acquisition interest from potential suitors including Capgemini SE (ENXTPA:CAP), according to people familiar with the matter. WNS, which traces its roots to India, is working with its investment bankers at JPMorgan Chase & Co. to evaluate its talks with interested parties, which include French technology group Capgemini and other rival information technology services firms, the sources said, requesting anonymity as the discussions are confidential. If the talks are successful, a deal could be signed in the coming weeks, the sources said, cautioning that the deliberations are fluid and WNS could choose not to proceed with a transaction. WNS, Capgemini, and JPMorgan declined to comment.お知らせ • Mar 12WNS (Holdings) Limited Appoints Sylvie Ouziel to the Board of Directors and Member of Audit Committee, Effective April 1, 2025WNS (Holdings) Limited announced the appointment of Sylvie Ouziel to the company’s Board of Directors effective April 1, 2025. She will also become a member of the company’s Audit Committee. Sylvie brings more than 30 years of experience in building, growing, and leading technology-led global services and software companies. Sylvie is CEO and co-founder of Blue Bridge, an AI-augmented system integration company, and senior business advisor to Univers. Most recently, Sylvie was the CEO of Shared Platforms for Publicis Groupe S.A. She was responsible for the company’s proprietary data-led AI platform (Marcel), strategic technology partnerships, and managing the more than 5,000-person global shared services group. Prior to joining Publicis, Sylvie was International President of Envision Digital (now Univers), an AI /IoT technology solutions provider focused on helping sustainability efforts for businesses and governments. Before Envision, Sylvie was with Allianz SE, the Germany-based global insurance leader, where she served as Global CEO of Allianz Assistance and oversaw the real-time B2B2C service delivery for clients around the world. Prior to this role, Sylvie was CEO of Allianz Managed Operations and Services with responsibility for all digital (including infrastructure and applications) and non-digital shared services. Sylvie also spent 20 years at Accenture driving client transformation, most recently as Global Chief Operating Officer of Management Consulting. She is an experienced public and private company Board member having worked with firms across geographies and industries.分析記事 • Mar 12A Look At The Fair Value Of WNS (Holdings) Limited (NYSE:WNS)Key Insights Using the 2 Stage Free Cash Flow to Equity, WNS (Holdings) fair value estimate is US$60.07 Current share...お知らせ • Mar 11WNS (Holdings) Limited (NYSE:WNS) acquired Kipi.Bi Llc from Seroda Ventures.WNS (Holdings) Limited (NYSE:WNS) acquired Kipi.Bi Llc from Seroda Ventures on March 11, 2025. The acquisition is not expected to materially impact fiscal 2025 fourth quarter revenue or profitability of WNS (Holdings) Limited (NYSE:WNS), and based on current visibility, Kipi is expected to contribute approximately 2% to WNS revenue. Canaccord Genuity LLC acted as the financial advisor to Kipi.Bi Llc in this deal. WNS (Holdings) Limited (NYSE:WNS) completed the acquisition of Kipi.Bi Llc from Seroda Ventures on March 11, 2025.分析記事 • Feb 24Why WNS (Holdings) Limited (NYSE:WNS) Could Be Worth WatchingWNS (Holdings) Limited ( NYSE:WNS ), might not be a large cap stock, but it saw a significant share price rise of 28...Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$62.42, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 22x in the Professional Services industry in the US. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$70.24 per share.Seeking Alpha • Jan 28WNS (Holdings): Potential Turnaround In FY 2026, But I Still Have ConcernsSummary I maintain a neutral rating on WNS (Holdings) stock due to the lack of tangible results from large deal conversions and high employee turnover. WNS reported modest sequential revenue growth and margin improvements in 3Q25, signaling early stabilization despite a year-over-year EPS decline. FY26 could be an inflection point with a robust deal pipeline and GenAI innovations, but execution remains critical for revenue growth. Until I see concrete results in deal conversions and attrition stabilization, I recommend staying on the sidelines. Read the full article on Seeking AlphaPrice Target Changed • Jan 24Price target increased by 14% to US$64.25Up from US$56.50, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$62.41. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$3.49 for next year compared to US$2.97 last year.分析記事 • Jan 24Even With A 30% Surge, Cautious Investors Are Not Rewarding WNS (Holdings) Limited's (NYSE:WNS) Performance CompletelyWNS (Holdings) Limited ( NYSE:WNS ) shareholders have had their patience rewarded with a 30% share price jump in the...Reported Earnings • Jan 23Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$1.12 (up from US$0.84 in 3Q 2024). Revenue: US$333.0m (up 2.1% from 3Q 2024). Net income: US$48.6m (up 23% from 3Q 2024). Profit margin: 15% (up from 12% in 3Q 2024). Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Jan 23WNS (Holdings) Limited Revises Earnings Guidance for the Fiscal Year Ending March 31, 2025WNS (Holdings) Limited revised guidance for the fiscal year ending March 31, 2025. For the year, Revenue less repair payments is expected to be between $1,255 million and $1,271 million, as compared to $1,284.3 million in fiscal 2024.分析記事 • Jan 08WNS (Holdings)'s (NYSE:WNS) Returns Have Hit A WallWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • Jan 03WNS (Holdings) Limited to Report Q3, 2025 Results on Jan 23, 2025WNS (Holdings) Limited announced that they will report Q3, 2025 results at 6:00 AM, US Eastern Standard Time on Jan 23, 2025Buy Or Sell Opportunity • Dec 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to US$51.32. The fair value is estimated to be US$64.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 6.1%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.分析記事 • Dec 02Calculating The Intrinsic Value Of WNS (Holdings) Limited (NYSE:WNS)Key Insights Using the 2 Stage Free Cash Flow to Equity, WNS (Holdings) fair value estimate is US$64.73 Current share...分析記事 • Nov 17Is Now The Time To Look At Buying WNS (Holdings) Limited (NYSE:WNS)?While WNS (Holdings) Limited ( NYSE:WNS ) might not have the largest market cap around , it saw a decent share price...Buy Or Sell Opportunity • Nov 14Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$50.73. The fair value is estimated to be US$65.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 6.1%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$54.65, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 23x in the Professional Services industry in the US. Total loss to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$64.99 per share.新しいナラティブ • Oct 20Transformative Analytics And AI Innovations To Drive Growth Despite Challenging Environment Integrating analytics and AI enhances WNS's competitive positioning and potentially improves margins through high-value client outcomes.Price Target Changed • Oct 18Price target decreased by 11% to US$57.70Down from US$65.00, the current price target is an average from 10 analysts. New target price is 24% above last closing price of US$46.37. Stock is down 18% over the past year. The company is forecast to post earnings per share of US$3.04 for next year compared to US$2.97 last year.Seeking Alpha • Oct 18WNS (Holdings): Focus On Full-Year Outlook And Capital Allocation MovesSummary I rate WNS (Holdings) stock as a Hold after analyzing the company's outlook and capital allocation. WNS' recent financial disclosures were disappointing with a "low-quality" bottom line beat and a downward revision of its FY 2025 guidance. But the stock's current valuations are attractive, and there is potential valuation support from value-accretive capital allocation initiatives like buybacks or acquisitions. Read the full article on Seeking AlphaReported Earnings • Oct 17Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$0.96 (down from US$1.22 in 2Q 2024). Revenue: US$322.6m (down 3.4% from 2Q 2024). Net income: US$41.8m (down 28% from 2Q 2024). Profit margin: 13% (down from 17% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.お知らせ • Oct 17WNS (Holdings) Limited Revises Earnings Guidance for the Fiscal Year Ending March 31, 2025WNS (Holdings) Limited revised guidance for the fiscal year ending March 31, 2025. for the year, company expects Revenue less repair payments to be between $1,250 million and $1,296 million, as compared to $1,284.3 million in fiscal 2024. Guidance assumes an average GBP to USD exchange rate of 1.31 for the remainder of fiscal 2025.お知らせ • Oct 04WNS (Holdings) Limited to Report Q2, 2025 Results on Oct 17, 2024WNS (Holdings) Limited announced that they will report Q2, 2025 results at 6:00 AM, US Eastern Standard Time on Oct 17, 2024分析記事 • Sep 24Returns At WNS (Holdings) (NYSE:WNS) Appear To Be Weighed DownFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Buy Or Sell Opportunity • Sep 05Now 21% undervaluedOver the last 90 days, the stock has risen 10.0% to US$56.35. The fair value is estimated to be US$71.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.9%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.新しいナラティブ • Aug 29WNS's Margins Improve w/ Automation and Outcome-Based PricingExample: for every dollar saved in process X, WNS will receive 30 cents.分析記事 • Aug 24These 4 Measures Indicate That WNS (Holdings) (NYSE:WNS) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Recent Insider Transactions Derivative • Aug 15Group CEO & Director notifies of intention to sell stockKeshav Murugesh intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of August. If the sale is conducted around the recent share price of US$57.25, it would amount to US$5.7m. For the year to March 2018, Keshav's total compensation was 35% salary and 65% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Keshav has owned 661.26k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.分析記事 • Aug 07An Intrinsic Calculation For WNS (Holdings) Limited (NYSE:WNS) Suggests It's 25% UndervaluedKey Insights WNS (Holdings)'s estimated fair value is US$74.17 based on 2 Stage Free Cash Flow to Equity WNS (Holdings...Recent Insider Transactions Derivative • Jul 31Advisor notifies of intention to sell stockSanjay Puria intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of July. If the sale is conducted around the recent share price of US$58.57, it would amount to US$515k. Since March 2024, Sanjay has owned 34.04k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.Seeking Alpha • Jul 23WNS (Holdings): Near-Term Growth Is Going To Be ChallengingSummary WNS Holdings receives a hold rating due to poor near-term growth outlook and challenges in key revenue verticals. Revenue fell in the latest quarter, with significant headwinds in the Travel & Leisure, healthcare, and insurance segments. Unlikely to meet FY25 guidance given the significant growth acceleration needed in 2H25. Read the full article on Seeking Alpha分析記事 • Jul 21Is Now An Opportune Moment To Examine WNS (Holdings) Limited (NYSE:WNS)?WNS (Holdings) Limited ( NYSE:WNS ), might not be a large cap stock, but it saw a significant share price rise of 38...Price Target Changed • Jul 19Price target increased by 8.7% to US$62.70Up from US$57.70, the current price target is an average from 10 analysts. New target price is 13% above last closing price of US$55.38. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$3.04 for next year compared to US$2.97 last year.Buy Or Sell Opportunity • Jul 19Now 22% undervaluedOver the last 90 days, the stock has risen 16% to US$55.38. The fair value is estimated to be US$71.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.お知らせ • Jul 18WNS (Holdings) Limited Updates Earnings Guidance for the Fiscal Year Ending March 31, 2025WNS (Holdings) Limited updated earnings guidance for the fiscal year ending March 31, 2025. Revenue less repair payments is expected to be between $1,290 million and $1,354 million, up from $1,284.3 million in fiscal 2024. Guidance assumes an average GBP to USD exchange rate of 1.28 for the remainder of fiscal 2025. ANI is expected to range between $203 million and $215 million versus $218.0 million in fiscal 2024. Guidance assumes an average USD to INR exchange rate of 83.4 for the remainder of fiscal 2025.お知らせ • Jul 04WNS (Holdings) Limited to Report Q1, 2025 Results on Jul 18, 2024WNS (Holdings) Limited announced that they will report Q1, 2025 results at 6:00 AM, US Eastern Standard Time on Jul 18, 2024お知らせ • Jun 22WNS (Holdings) Limited Appoints Anil Chintapalli as Executive Officer and Head of Strategic Growth InitiativesWNS (Holdings) Limited announced that Anil Chintapalli has joined the company as an Executive Officer and Head of Strategic Growth Initiatives. Anil will report to Group CEO, Keshav Murugesh, and help drive key company-wide growth initiatives including (but not limited to) large deals, existing client relationships, geographic markets, and M&A. Anil brings more than 30 years of financial services, technology, and management consulting experience to WNS. He has a proven track record of delivering business value for some of the world’s largest and best-known brands, building C-suite relationships and helping them execute on strategic initiatives including revenue growth, risk management, and operational efficiency. Anil has a strong technology background across ERP, SCM, and CRM, highlighted by his prior roles as a private equity technology investor and operator. He also brings executive level experience in Digital, IT Outsourcing, and Business Process Outsourcing for global systems integrators. Anil has a bachelor’s degree in electrical and electronics engineering from Birla Institute of Technology & Science (Pilani, India), and a master’s degree in industrial engineering from the University of Massachusetts (Amherst, USA) with a focus on robotics, artificial intelligence, and supply chain management. Anil has authored a technology book on enterprise resource planning, and lives in Windermere, Florida.分析記事 • Jun 19WNS (Holdings) Limited's (NYSE:WNS) Price In Tune With EarningsIt's not a stretch to say that WNS (Holdings) Limited's ( NYSE:WNS ) price-to-earnings (or "P/E") ratio of 16.9x right...分析記事 • Jun 04WNS (Holdings) (NYSE:WNS) Has More To Do To Multiply In Value Going ForwardDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...お知らせ • May 23WNS (Holdings) Limited, Annual General Meeting, Jun 27, 2024WNS (Holdings) Limited, Annual General Meeting, Jun 27, 2024. Location: 22 grenville, st helier, jersey je4 8px, channel islands., GuernseyValuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$49.71, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Professional Services industry in the US. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$68.08 per share.分析記事 • May 01WNS (Holdings) Limited (NYSE:WNS) Shares Could Be 38% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, WNS (Holdings) fair value estimate is US$67.25 WNS...お知らせ • Apr 26WNS (Holdings) Limited Announces Chief Financial Officer ChangesWNS (Holdings) Limited announced that Arijit Sen, the company’s Corporate Financial Controller, has been appointed Chief Financial Officer (CFO) effective July 25, 2024, succeeding Sanjay Puria who has chosen to step down for family reasons. Sanjay will remain with WNS in an advisory role until April 24, 2025 to help ensure a seamless transition. Arijit Sen joined the WNS finance team 15 years ago, and during his tenure has managed each of the company’s corporate finance functions including Treasury, FP&A, M&A, Tax, and Controllership. Prior to joining WNS, Arijit worked at Accenture as a management consultant in corporate strategy and business transformation. Arijit has an MBA from The Indian Institute of Management Calcutta, and a bachelor’s degree from St. Stephen’s College in New Delhi.Reported Earnings • Apr 25Full year 2024 earnings released: EPS: US$2.97 (vs US$2.85 in FY 2023)Full year 2024 results: EPS: US$2.97 (up from US$2.85 in FY 2023). Revenue: US$1.32b (up 8.1% from FY 2023). Net income: US$140.1m (up 2.0% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Professional Services industry in the US.お知らせ • Apr 06WNS (Holdings) Limited to Report Q4, 2024 Results on Apr 25, 2024WNS (Holdings) Limited announced that they will report Q4, 2024 results at 6:00 AM, US Eastern Standard Time on Apr 25, 2024株主還元WNSUS Professional ServicesUS 市場7D0.2%7.8%-1.5%1Y73.1%-15.8%16.0%株主還元を見る業界別リターン: WNS過去 1 年間で-15.8 % の収益を上げたUS Professional Services業界を上回りました。リターン対市場: WNS過去 1 年間で16 % の収益を上げたUS市場を上回りました。価格変動Is WNS's price volatile compared to industry and market?WNS volatilityWNS Average Weekly Movement0.3%Professional Services Industry Average Movement8.0%Market Average Movement7.2%10% most volatile stocks in US Market16.1%10% least volatile stocks in US Market3.2%安定した株価: WNS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: WNSの 週次ボラティリティ は、過去 1 年間で6%から0%に減少しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト199666,085Keshav Murugeshwww.wns.comビジネスプロセスマネジメント（BPM）企業であるWNS（ホールディングス）社は、世界中でデータ、音声、分析、ビジネス変革サービスを提供している。同社は、銀行・金融サービス・保険、旅行・配送・物流・公益事業、製造・小売・消費財、ハイテク・専門サービス・調達、ヘルスケア・ライフサイエンスの各セグメントを通じて事業を展開している。製造、小売、消費財、メディア・娯楽、通信、旅行・レジャー、公益事業、海運・物流、ヘルスケア・ライフサイエンス、銀行・金融サービス・保険、ハイテク・専門サービス、調達など多角的な事業を展開している。さらに、財務・会計、カスタマー・エクスペリエンス、リサーチ・アナリティクス、テクノロジー、法務、人事などのアウトソーシング・サービスも提供している。さらに、顧客が生産性を高め、ビジネス環境の変化に対応し、ビジネス知識を活用して市場競争力を高めることができるように設計されたデジタルトランスフォーメーションソリューションとコンサルティングサービスを提供している。さらに、第三者修理センターのネットワークを通じて、自動車修理のクレーム処理と修理管理サービス、事故管理サービスも提供している。WNS（ホールディングス）社は1996年に設立され、インドのムンバイを拠点としている。もっと見るWNS (Holdings) Limited 基礎のまとめWNS (Holdings) の収益と売上を時価総額と比較するとどうか。WNS 基礎統計学時価総額US$3.28b収益（TTM）US$162.94m売上高(TTM)US$1.35b20.1xPER（株価収益率2.4xP/SレシオWNS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計WNS 損益計算書（TTM）収益US$1.35b売上原価US$877.20m売上総利益US$468.42mその他の費用US$305.48m収益US$162.94m直近の収益報告Jun 30, 2025次回決算日該当なし一株当たり利益（EPS）3.80グロス・マージン34.81%純利益率12.11%有利子負債／自己資本比率33.4%WNS の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/10/16 10:00終値2025/10/16 00:00収益2025/06/30年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋WNS (Holdings) Limited 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Vincent ColicchioBarrington Research Associates, Inc.Samuel EnglandBerenbergJoseph ForesiBrean Capital Historical (Janney Montgomery)11 その他のアナリストを表示
お知らせ • Oct 17+ 20 more updatesWNS (Holdings) Limited(NYSE:WNS) dropped from Russell 2500 Growth-Defensive IndexWNS (Holdings) Limited(NYSE:WNS) dropped from Russell 2500 Growth-Defensive Index
お知らせ • Oct 04WNS (Holdings) Limited, Annual General Meeting, Oct 30, 2025WNS (Holdings) Limited, Annual General Meeting, Oct 30, 2025, at 11:00 W. Central Africa Standard Time. Location: 22 grenville, st helier, jersey je4 8px, channel islands., Republic of the Congo
お知らせ • Sep 24WNS (Holdings) Limited Launches New AI Platform for Transforming Finance OrganizationsWNS (Holdings) Limited announced the launch of Agile Target Operating Model (aTOM), a proprietary AI-led digital platform for driving end-to-end transformation of global finance organizations. Powered by BusinessOptix, aTOM is designed to align the CFO's strategic vision with bottom-up process transformation, enabling rapid, outcome-driven finance organization. The aTOM platform empowers clients to transform their finance and accounting operations from diagnostics to value realization--driving enhanced control, continuity, speed, and visibility. aTOM combines end-to-end process reimagination, governance frameworks, benchmarking, analytics, and transformation accelerators to deliver business outcomes enabled by AI-powered tools. The platform delivers transformation across the entire F&A value chain, including Accounts Payable, Accounts Receivable, General Ledger, FP&A, and Tax & Treasury. Early collaborations with clients using aTOM have resulted cost savings of approximately 40%, productivity enhancements of more than 50%, improved working capital, and increased AI adoption. WNS also plans to leverage the aTOM platform into other organizational functional areas beyond finance. WNS works with more than 150 CFO offices across the world and has delivered over $1 billion in incremental cash flow opportunities through 10+ industry-specific F&A offerings.
Reported Earnings • Jul 25First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.50 (down from US$0.64 in 1Q 2025). Revenue: US$353.8m (up 9.5% from 1Q 2025). Net income: US$21.8m (down 25% from 1Q 2025). Profit margin: 6.2% (down from 9.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jul 11WNS (Holdings) Limited to Report Q1, 2026 Results on Jul 24, 2025WNS (Holdings) Limited announced that they will report Q1, 2026 results on Jul 24, 2025
Price Target Changed • Jul 07Price target increased by 7.1% to US$74.00Up from US$69.13, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$74.70. The company is forecast to post earnings per share of US$3.33 for next year compared to US$3.87 last year.
お知らせ • Oct 17+ 20 more updatesWNS (Holdings) Limited(NYSE:WNS) dropped from Russell 2500 Growth-Defensive IndexWNS (Holdings) Limited(NYSE:WNS) dropped from Russell 2500 Growth-Defensive Index
お知らせ • Oct 04WNS (Holdings) Limited, Annual General Meeting, Oct 30, 2025WNS (Holdings) Limited, Annual General Meeting, Oct 30, 2025, at 11:00 W. Central Africa Standard Time. Location: 22 grenville, st helier, jersey je4 8px, channel islands., Republic of the Congo
お知らせ • Sep 24WNS (Holdings) Limited Launches New AI Platform for Transforming Finance OrganizationsWNS (Holdings) Limited announced the launch of Agile Target Operating Model (aTOM), a proprietary AI-led digital platform for driving end-to-end transformation of global finance organizations. Powered by BusinessOptix, aTOM is designed to align the CFO's strategic vision with bottom-up process transformation, enabling rapid, outcome-driven finance organization. The aTOM platform empowers clients to transform their finance and accounting operations from diagnostics to value realization--driving enhanced control, continuity, speed, and visibility. aTOM combines end-to-end process reimagination, governance frameworks, benchmarking, analytics, and transformation accelerators to deliver business outcomes enabled by AI-powered tools. The platform delivers transformation across the entire F&A value chain, including Accounts Payable, Accounts Receivable, General Ledger, FP&A, and Tax & Treasury. Early collaborations with clients using aTOM have resulted cost savings of approximately 40%, productivity enhancements of more than 50%, improved working capital, and increased AI adoption. WNS also plans to leverage the aTOM platform into other organizational functional areas beyond finance. WNS works with more than 150 CFO offices across the world and has delivered over $1 billion in incremental cash flow opportunities through 10+ industry-specific F&A offerings.
Reported Earnings • Jul 25First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.50 (down from US$0.64 in 1Q 2025). Revenue: US$353.8m (up 9.5% from 1Q 2025). Net income: US$21.8m (down 25% from 1Q 2025). Profit margin: 6.2% (down from 9.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jul 11WNS (Holdings) Limited to Report Q1, 2026 Results on Jul 24, 2025WNS (Holdings) Limited announced that they will report Q1, 2026 results on Jul 24, 2025
Price Target Changed • Jul 07Price target increased by 7.1% to US$74.00Up from US$69.13, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$74.70. The company is forecast to post earnings per share of US$3.33 for next year compared to US$3.87 last year.
お知らせ • Jul 07Capgemini SE (ENXTPA:CAP) entered into definitive transaction agreement to acquire WNS (Holdings) Limited (NYSE:WNS) for $3.6 billion.Capgemini SE (ENXTPA:CAP) entered into definitive transaction agreement to acquire WNS (Holdings) Limited (NYSE:WNS) for $3.6 billion on July 6, 2025. A cash consideration of $76.50 per share will be paid towards equity and RSU's by Capgemini SE. Capgemini has secured a bridge financing of approximately $4.7 billion (€4.0 billion), covering the purchase of securities, as well as the gross debt and similar obligations and the Capgemini bond redeemed in June 2025. Capgemini plans to refinance the bridge with available cash for and the balance by debt issuance. WNS and Capgemini have a natural cultural fit and share common values that will facilitate a smooth integration of the teams, helped by the Group’s track record of successful integrations. Furthermore, the integration will be straightforward into Capgemini’s Global Business Services activities. If this Agreement is terminated by the Company, then a Company Termination Fee equal to $118 million shall be paid by the Company. If this Agreement is terminated by the Buyer, then a fee equal to $169 million shall be paid as Buyer Termination Fee. The transaction will be implemented by way of a Court-sanctioned scheme of arrangement under the laws of Jersey. The transaction is subject to approval by the Royal Court of Jersey and WNS’ shareholders, as well as to receipt of customary regulatory approvals and other conditions. The transaction has been unanimously approved by both Capgemini’s and WNS’ Boards of Directors. The closing of the transaction is expected to occur by the end of the year. Capgemini expects accretion to Capgemini’s normalized EPS of 4% before synergies in 2026, and 7% post-synergies in 2027. Barclays acted as financial advisor to Capgemini. J.P. Morgan acted as financial advisor and fairness opinion provider to WNS (Holdings) Limited. Armand W. Grumberg, Stephen F. Arcano, Dohyun Kim and Simon Toms of Skadden, Arps, Slate, Meagher and Flom LLP acted as legal advisor for Capgemini S.E. Sharon Lau and Ian Nussbaum of Latham & Watkins LLP acted as legal advisor for WNS (Holdings) Limited.
分析記事 • Jul 03Estimating The Intrinsic Value Of WNS (Holdings) Limited (NYSE:WNS)Key Insights WNS (Holdings)'s estimated fair value is US$79.15 based on 2 Stage Free Cash Flow to Equity With US$65.12...
Recent Insider Transactions Derivative • Jun 13Group CEO & Director notifies of intention to sell stockKeshav Murugesh intends to sell 99k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of June. If the sale is conducted around the recent share price of US$60.52, it would amount to US$6.0m. For the year to March 2019, Keshav's total compensation was 36% salary and 64% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Keshav has owned 748.17k shares directly. There has only been one transaction (US$1.1m purchase) from insiders over the last 12 months.
Buy Or Sell Opportunity • Jun 09Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at US$59.61. The fair value is estimated to be US$74.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 5.3% per annum over the same time period.
Recent Insider Transactions Derivative • May 21Group CEO & Director notifies of intention to sell stockKeshav Murugesh intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of May. If the sale is conducted around the recent share price of US$57.15, it would amount to US$1.4m. For the year to March 2019, Keshav's total compensation was 36% salary and 64% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Keshav currently holds 661.26k shares (0.015160641835972464 of the company). There have been no trades via on-market transactions or options from company insiders in the last 12 months.
分析記事 • May 20WNS (Holdings)'s (NYSE:WNS) Shareholders May Want To Dig Deeper Than Statutory ProfitThe stock price didn't jump after WNS (Holdings) Limited ( NYSE:WNS ) posted decent earnings last week. We think that...
分析記事 • May 10Improved Earnings Required Before WNS (Holdings) Limited (NYSE:WNS) Shares Find Their FeetWNS (Holdings) Limited's ( NYSE:WNS ) price-to-earnings (or "P/E") ratio of 14x might make it look like a buy right now...
Seeking Alpha • Apr 28WNS (Holdings): Look Beyond Results And Focus On Potential Takeover (Upgrade)Summary My rating for WNS (Holdings) Limited is raised to a Buy, after assessing its latest results and the news report regarding a possible takeover. The company's Q4 2024 core earnings miss was caused by non-operating factors. WNS is an enticing M&A candidate due to its AI-related growth potential and its undemanding valuations. Read the full article on Seeking Alpha
分析記事 • Apr 26Does WNS (Holdings) (NYSE:WNS) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Apr 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$3.87 (up from US$2.97 in FY 2024). Revenue: US$1.31b (flat on FY 2024). Net income: US$170.1m (up 21% from FY 2024). Profit margin: 13% (up from 11% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Apr 25WNS (Holdings) Limited provides Guidance for the Fiscal Year Ending March 31, 2026WNS (Holdings) Limited provided guidance for the fiscal year ending March 31, 2026. For the year, the company expects revenue less repair payments is expected to be between $1,352 million and $1,404 million, up from $1,265.5 million in fiscal 2025.
分析記事 • Apr 12WNS (Holdings)'s (NYSE:WNS) Returns Have Hit A WallIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Apr 11Capgemini Reportedly in Advanced Talks to Acquire WNS HoldingsCapgemini SE (ENXTPA:CAP) is in advanced talks to acquire outsourcing company WNS (Holdings) Limited (NYSE:WNS), people familiar with the matter said. The France-based information technology provider has emerged as the most likely buyer for WNS after seeing off rival suitors, according to the people, who asked not to be identified discussing confidential information. While an agreement may be reached in the coming weeks, talks could still be delayed or falter because of the volatility in global markets, the people said. Representatives for Capgemini and WNS declined to comment.
お知らせ • Apr 08WNS (Holdings) Limited to Report Q4, 2025 Results on Apr 24, 2025WNS (Holdings) Limited announced that they will report Q4, 2025 results at 6:00 AM, US Eastern Standard Time on Apr 24, 2025
お知らせ • Apr 02WNS Holdings Reportedly Explores Sale After Receiving Takeover Interest from Potential SuitorsWNS (Holdings) Limited (NYSE:WNS) is exploring a sale after attracting acquisition interest from potential suitors including Capgemini SE (ENXTPA:CAP), according to people familiar with the matter. WNS, which traces its roots to India, is working with its investment bankers at JPMorgan Chase & Co. to evaluate its talks with interested parties, which include French technology group Capgemini and other rival information technology services firms, the sources said, requesting anonymity as the discussions are confidential. If the talks are successful, a deal could be signed in the coming weeks, the sources said, cautioning that the deliberations are fluid and WNS could choose not to proceed with a transaction. WNS, Capgemini, and JPMorgan declined to comment.
お知らせ • Mar 12WNS (Holdings) Limited Appoints Sylvie Ouziel to the Board of Directors and Member of Audit Committee, Effective April 1, 2025WNS (Holdings) Limited announced the appointment of Sylvie Ouziel to the company’s Board of Directors effective April 1, 2025. She will also become a member of the company’s Audit Committee. Sylvie brings more than 30 years of experience in building, growing, and leading technology-led global services and software companies. Sylvie is CEO and co-founder of Blue Bridge, an AI-augmented system integration company, and senior business advisor to Univers. Most recently, Sylvie was the CEO of Shared Platforms for Publicis Groupe S.A. She was responsible for the company’s proprietary data-led AI platform (Marcel), strategic technology partnerships, and managing the more than 5,000-person global shared services group. Prior to joining Publicis, Sylvie was International President of Envision Digital (now Univers), an AI /IoT technology solutions provider focused on helping sustainability efforts for businesses and governments. Before Envision, Sylvie was with Allianz SE, the Germany-based global insurance leader, where she served as Global CEO of Allianz Assistance and oversaw the real-time B2B2C service delivery for clients around the world. Prior to this role, Sylvie was CEO of Allianz Managed Operations and Services with responsibility for all digital (including infrastructure and applications) and non-digital shared services. Sylvie also spent 20 years at Accenture driving client transformation, most recently as Global Chief Operating Officer of Management Consulting. She is an experienced public and private company Board member having worked with firms across geographies and industries.
分析記事 • Mar 12A Look At The Fair Value Of WNS (Holdings) Limited (NYSE:WNS)Key Insights Using the 2 Stage Free Cash Flow to Equity, WNS (Holdings) fair value estimate is US$60.07 Current share...
お知らせ • Mar 11WNS (Holdings) Limited (NYSE:WNS) acquired Kipi.Bi Llc from Seroda Ventures.WNS (Holdings) Limited (NYSE:WNS) acquired Kipi.Bi Llc from Seroda Ventures on March 11, 2025. The acquisition is not expected to materially impact fiscal 2025 fourth quarter revenue or profitability of WNS (Holdings) Limited (NYSE:WNS), and based on current visibility, Kipi is expected to contribute approximately 2% to WNS revenue. Canaccord Genuity LLC acted as the financial advisor to Kipi.Bi Llc in this deal. WNS (Holdings) Limited (NYSE:WNS) completed the acquisition of Kipi.Bi Llc from Seroda Ventures on March 11, 2025.
分析記事 • Feb 24Why WNS (Holdings) Limited (NYSE:WNS) Could Be Worth WatchingWNS (Holdings) Limited ( NYSE:WNS ), might not be a large cap stock, but it saw a significant share price rise of 28...
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$62.42, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 22x in the Professional Services industry in the US. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$70.24 per share.
Seeking Alpha • Jan 28WNS (Holdings): Potential Turnaround In FY 2026, But I Still Have ConcernsSummary I maintain a neutral rating on WNS (Holdings) stock due to the lack of tangible results from large deal conversions and high employee turnover. WNS reported modest sequential revenue growth and margin improvements in 3Q25, signaling early stabilization despite a year-over-year EPS decline. FY26 could be an inflection point with a robust deal pipeline and GenAI innovations, but execution remains critical for revenue growth. Until I see concrete results in deal conversions and attrition stabilization, I recommend staying on the sidelines. Read the full article on Seeking Alpha
Price Target Changed • Jan 24Price target increased by 14% to US$64.25Up from US$56.50, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$62.41. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$3.49 for next year compared to US$2.97 last year.
分析記事 • Jan 24Even With A 30% Surge, Cautious Investors Are Not Rewarding WNS (Holdings) Limited's (NYSE:WNS) Performance CompletelyWNS (Holdings) Limited ( NYSE:WNS ) shareholders have had their patience rewarded with a 30% share price jump in the...
Reported Earnings • Jan 23Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$1.12 (up from US$0.84 in 3Q 2024). Revenue: US$333.0m (up 2.1% from 3Q 2024). Net income: US$48.6m (up 23% from 3Q 2024). Profit margin: 15% (up from 12% in 3Q 2024). Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Jan 23WNS (Holdings) Limited Revises Earnings Guidance for the Fiscal Year Ending March 31, 2025WNS (Holdings) Limited revised guidance for the fiscal year ending March 31, 2025. For the year, Revenue less repair payments is expected to be between $1,255 million and $1,271 million, as compared to $1,284.3 million in fiscal 2024.
分析記事 • Jan 08WNS (Holdings)'s (NYSE:WNS) Returns Have Hit A WallWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • Jan 03WNS (Holdings) Limited to Report Q3, 2025 Results on Jan 23, 2025WNS (Holdings) Limited announced that they will report Q3, 2025 results at 6:00 AM, US Eastern Standard Time on Jan 23, 2025
Buy Or Sell Opportunity • Dec 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to US$51.32. The fair value is estimated to be US$64.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 6.1%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.
分析記事 • Dec 02Calculating The Intrinsic Value Of WNS (Holdings) Limited (NYSE:WNS)Key Insights Using the 2 Stage Free Cash Flow to Equity, WNS (Holdings) fair value estimate is US$64.73 Current share...
分析記事 • Nov 17Is Now The Time To Look At Buying WNS (Holdings) Limited (NYSE:WNS)?While WNS (Holdings) Limited ( NYSE:WNS ) might not have the largest market cap around , it saw a decent share price...
Buy Or Sell Opportunity • Nov 14Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to US$50.73. The fair value is estimated to be US$65.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 6.1%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 45% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$54.65, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 23x in the Professional Services industry in the US. Total loss to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$64.99 per share.
新しいナラティブ • Oct 20Transformative Analytics And AI Innovations To Drive Growth Despite Challenging Environment Integrating analytics and AI enhances WNS's competitive positioning and potentially improves margins through high-value client outcomes.
Price Target Changed • Oct 18Price target decreased by 11% to US$57.70Down from US$65.00, the current price target is an average from 10 analysts. New target price is 24% above last closing price of US$46.37. Stock is down 18% over the past year. The company is forecast to post earnings per share of US$3.04 for next year compared to US$2.97 last year.
Seeking Alpha • Oct 18WNS (Holdings): Focus On Full-Year Outlook And Capital Allocation MovesSummary I rate WNS (Holdings) stock as a Hold after analyzing the company's outlook and capital allocation. WNS' recent financial disclosures were disappointing with a "low-quality" bottom line beat and a downward revision of its FY 2025 guidance. But the stock's current valuations are attractive, and there is potential valuation support from value-accretive capital allocation initiatives like buybacks or acquisitions. Read the full article on Seeking Alpha
Reported Earnings • Oct 17Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$0.96 (down from US$1.22 in 2Q 2024). Revenue: US$322.6m (down 3.4% from 2Q 2024). Net income: US$41.8m (down 28% from 2Q 2024). Profit margin: 13% (down from 17% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
お知らせ • Oct 17WNS (Holdings) Limited Revises Earnings Guidance for the Fiscal Year Ending March 31, 2025WNS (Holdings) Limited revised guidance for the fiscal year ending March 31, 2025. for the year, company expects Revenue less repair payments to be between $1,250 million and $1,296 million, as compared to $1,284.3 million in fiscal 2024. Guidance assumes an average GBP to USD exchange rate of 1.31 for the remainder of fiscal 2025.
お知らせ • Oct 04WNS (Holdings) Limited to Report Q2, 2025 Results on Oct 17, 2024WNS (Holdings) Limited announced that they will report Q2, 2025 results at 6:00 AM, US Eastern Standard Time on Oct 17, 2024
分析記事 • Sep 24Returns At WNS (Holdings) (NYSE:WNS) Appear To Be Weighed DownFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Buy Or Sell Opportunity • Sep 05Now 21% undervaluedOver the last 90 days, the stock has risen 10.0% to US$56.35. The fair value is estimated to be US$71.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.9%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
新しいナラティブ • Aug 29WNS's Margins Improve w/ Automation and Outcome-Based PricingExample: for every dollar saved in process X, WNS will receive 30 cents.
分析記事 • Aug 24These 4 Measures Indicate That WNS (Holdings) (NYSE:WNS) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Recent Insider Transactions Derivative • Aug 15Group CEO & Director notifies of intention to sell stockKeshav Murugesh intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of August. If the sale is conducted around the recent share price of US$57.25, it would amount to US$5.7m. For the year to March 2018, Keshav's total compensation was 35% salary and 65% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Keshav has owned 661.26k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
分析記事 • Aug 07An Intrinsic Calculation For WNS (Holdings) Limited (NYSE:WNS) Suggests It's 25% UndervaluedKey Insights WNS (Holdings)'s estimated fair value is US$74.17 based on 2 Stage Free Cash Flow to Equity WNS (Holdings...
Recent Insider Transactions Derivative • Jul 31Advisor notifies of intention to sell stockSanjay Puria intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of July. If the sale is conducted around the recent share price of US$58.57, it would amount to US$515k. Since March 2024, Sanjay has owned 34.04k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
Seeking Alpha • Jul 23WNS (Holdings): Near-Term Growth Is Going To Be ChallengingSummary WNS Holdings receives a hold rating due to poor near-term growth outlook and challenges in key revenue verticals. Revenue fell in the latest quarter, with significant headwinds in the Travel & Leisure, healthcare, and insurance segments. Unlikely to meet FY25 guidance given the significant growth acceleration needed in 2H25. Read the full article on Seeking Alpha
分析記事 • Jul 21Is Now An Opportune Moment To Examine WNS (Holdings) Limited (NYSE:WNS)?WNS (Holdings) Limited ( NYSE:WNS ), might not be a large cap stock, but it saw a significant share price rise of 38...
Price Target Changed • Jul 19Price target increased by 8.7% to US$62.70Up from US$57.70, the current price target is an average from 10 analysts. New target price is 13% above last closing price of US$55.38. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$3.04 for next year compared to US$2.97 last year.
Buy Or Sell Opportunity • Jul 19Now 22% undervaluedOver the last 90 days, the stock has risen 16% to US$55.38. The fair value is estimated to be US$71.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
お知らせ • Jul 18WNS (Holdings) Limited Updates Earnings Guidance for the Fiscal Year Ending March 31, 2025WNS (Holdings) Limited updated earnings guidance for the fiscal year ending March 31, 2025. Revenue less repair payments is expected to be between $1,290 million and $1,354 million, up from $1,284.3 million in fiscal 2024. Guidance assumes an average GBP to USD exchange rate of 1.28 for the remainder of fiscal 2025. ANI is expected to range between $203 million and $215 million versus $218.0 million in fiscal 2024. Guidance assumes an average USD to INR exchange rate of 83.4 for the remainder of fiscal 2025.
お知らせ • Jul 04WNS (Holdings) Limited to Report Q1, 2025 Results on Jul 18, 2024WNS (Holdings) Limited announced that they will report Q1, 2025 results at 6:00 AM, US Eastern Standard Time on Jul 18, 2024
お知らせ • Jun 22WNS (Holdings) Limited Appoints Anil Chintapalli as Executive Officer and Head of Strategic Growth InitiativesWNS (Holdings) Limited announced that Anil Chintapalli has joined the company as an Executive Officer and Head of Strategic Growth Initiatives. Anil will report to Group CEO, Keshav Murugesh, and help drive key company-wide growth initiatives including (but not limited to) large deals, existing client relationships, geographic markets, and M&A. Anil brings more than 30 years of financial services, technology, and management consulting experience to WNS. He has a proven track record of delivering business value for some of the world’s largest and best-known brands, building C-suite relationships and helping them execute on strategic initiatives including revenue growth, risk management, and operational efficiency. Anil has a strong technology background across ERP, SCM, and CRM, highlighted by his prior roles as a private equity technology investor and operator. He also brings executive level experience in Digital, IT Outsourcing, and Business Process Outsourcing for global systems integrators. Anil has a bachelor’s degree in electrical and electronics engineering from Birla Institute of Technology & Science (Pilani, India), and a master’s degree in industrial engineering from the University of Massachusetts (Amherst, USA) with a focus on robotics, artificial intelligence, and supply chain management. Anil has authored a technology book on enterprise resource planning, and lives in Windermere, Florida.
分析記事 • Jun 19WNS (Holdings) Limited's (NYSE:WNS) Price In Tune With EarningsIt's not a stretch to say that WNS (Holdings) Limited's ( NYSE:WNS ) price-to-earnings (or "P/E") ratio of 16.9x right...
分析記事 • Jun 04WNS (Holdings) (NYSE:WNS) Has More To Do To Multiply In Value Going ForwardDid you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
お知らせ • May 23WNS (Holdings) Limited, Annual General Meeting, Jun 27, 2024WNS (Holdings) Limited, Annual General Meeting, Jun 27, 2024. Location: 22 grenville, st helier, jersey je4 8px, channel islands., Guernsey
Valuation Update With 7 Day Price Move • May 07Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$49.71, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Professional Services industry in the US. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$68.08 per share.
分析記事 • May 01WNS (Holdings) Limited (NYSE:WNS) Shares Could Be 38% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, WNS (Holdings) fair value estimate is US$67.25 WNS...
お知らせ • Apr 26WNS (Holdings) Limited Announces Chief Financial Officer ChangesWNS (Holdings) Limited announced that Arijit Sen, the company’s Corporate Financial Controller, has been appointed Chief Financial Officer (CFO) effective July 25, 2024, succeeding Sanjay Puria who has chosen to step down for family reasons. Sanjay will remain with WNS in an advisory role until April 24, 2025 to help ensure a seamless transition. Arijit Sen joined the WNS finance team 15 years ago, and during his tenure has managed each of the company’s corporate finance functions including Treasury, FP&A, M&A, Tax, and Controllership. Prior to joining WNS, Arijit worked at Accenture as a management consultant in corporate strategy and business transformation. Arijit has an MBA from The Indian Institute of Management Calcutta, and a bachelor’s degree from St. Stephen’s College in New Delhi.
Reported Earnings • Apr 25Full year 2024 earnings released: EPS: US$2.97 (vs US$2.85 in FY 2023)Full year 2024 results: EPS: US$2.97 (up from US$2.85 in FY 2023). Revenue: US$1.32b (up 8.1% from FY 2023). Net income: US$140.1m (up 2.0% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Professional Services industry in the US.
お知らせ • Apr 06WNS (Holdings) Limited to Report Q4, 2024 Results on Apr 25, 2024WNS (Holdings) Limited announced that they will report Q4, 2024 results at 6:00 AM, US Eastern Standard Time on Apr 25, 2024
